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Sasha Jovanovic, Cfa Email & Phone Number

Manager, Equity Analyst at Simply Wall St
Location: Sydney, New South Wales, Australia 6 work roles 7 schools
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Current company
Role
Manager, Equity Analyst
Location
Sydney, New South Wales, Australia
Company size

Who is Sasha Jovanovic, Cfa? Overview

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Quick answer

Sasha Jovanovic, Cfa is listed as Manager, Equity Analyst at Simply Wall St, a with 20 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Sasha Jovanovic, Cfa.

Sasha Jovanovic, Cfa previously worked as Portfolio Analyst at Sequoia Financial Group and Investment Analyst at Commsec Adviser Services. Sasha Jovanovic, Cfa holds Bachelor Of Science (B.Sc.), Mathematics/Finance from University Of Technology, Sydney.

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Email format at Simply Wall St

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Simply Wall St

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Profile bio

About Sasha Jovanovic, Cfa

I am a Finance Professional with over 10 years financial markets experience in research, investment portfolio risk analysis and relationship management.I am a Chartered Financial Analyst (CFA) Charterholder and my career ambition is to be able to combine my knowledge of Financial Markets and my programming skills in a role as an Investment Analyst or Data Scientist.

Listed skills include Equities, Financial Services, Trading, Derivatives, and 12 others.

Current workplace

Sasha Jovanovic, Cfa's current company

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Simply Wall St
Simply Wall St
Manager, Equity Analyst
australia
Website
Employees
20
AeroLeads page
6 roles

Sasha Jovanovic, Cfa work experience

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Manager, Equity Analyst

Current

Sydney, New South Wales, Australia

Simply Wall St is a rapidly growing Sydney startup. Our mission is to empower every retail investor in the world to make the best decisions possible.I am a member of the team behind Simply Wall St News, a fully automated, algorithm powered news site providing high quality stock analysis to millions of retail investors every month, featured by some of the world's biggest finance media brands.My responsibilities include; managing a team of equity analysts, creating and coding content models, developing systematic analysis of listed stocks, developing and maintaining backend analysis infrastructure, lead consultant on new financial analysis-based product features.

Feb 2020 - Present

Portfolio Analyst

Sydney, Australia

I work within a team that provides wholesale investment portfolio construction services to financial intermediaries such as financial planners and large dealer groups. My responsibilities include portfolio construction, risk analysis and investment recommendations.

Dec 2018 - Sep 2019

Investment Analyst

Sydney, Australia

Member of a research team responsible for delivering wholesale investment management services to independent financial planners and advisers including model portfolios and client equity portfolio reviews.Activities include- Portfolio management of 3 separate model portfolios (Growth, Balanced and Income models) consisting of Australian equities within the ASX 200 index- Performing equity valuations and research on ASX 200 securities and industries- Communicating analysis, recommendations and commentary on covered securities and industries to internal stakeholders and external clients through economic and financial market reports and stock updates- Presenting investment proposals and reviewing existing model portfolio securities to the investment committee- Developing, maintaining and monitoring the investment process and risk framework- Constructing analytical and predictive models using statistical packages and programming techniques

Oct 2014 - Dec 2018

Relationship Manager

Sydney, Australia

- Account management of trading, cash and margin lending accounts- Managing strategic relationships with high value advisers and institutional clients and other external and internal stakeholders- Identifying employer and adviser business growth opportunities and initiating dialogue between relevant stakeholders about the distribution of in-house financial products and services- Responsible for calculation and verification of commission payments related to share trading for all advisers and dealer groups- Preparing and presenting analysis reports for IPOs, new issues and managed funds to risk analysts and negotiating the allocation of margin lending LVRs for these securities

May 2013 - Oct 2014

Account Manager

Sydney, Australia

Part of a team responsible for providing wholesale execution broking services to Independent Financial Advisers, their dealer groups as well as other national institutional clients.Activities include assisting with market enquiries, order taking, vetting, execution, account management and risk control.

Nov 2009 - May 2013

Broking Services - Australian Equities

Assisting clients with trading and market enquiries, order taking, vetting and execution, providing product information and selling financial products and instruments

Jul 2008 - Nov 2009
Team & coworkers

Colleagues at Simply Wall St

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7 education records

Sasha Jovanovic, Cfa education

Data Science

Using Python to mine datasets and predict patterns. Statistical model building — regression and classification — generating usable.

Education record

Randwick Boys High School

Accredited Derivatives Adviser (Ada) Level 1 & Level 2

Kaplan Professional

Rg 146

Securities And Derivatives Industry Association
FAQ

Frequently asked questions about Sasha Jovanovic, Cfa

Quick answers generated from the profile data available on this page.

What company does Sasha Jovanovic, Cfa work for?

Sasha Jovanovic, Cfa works for Simply Wall St.

What is Sasha Jovanovic, Cfa's role at Simply Wall St?

Sasha Jovanovic, Cfa is listed as Manager, Equity Analyst at Simply Wall St.

Where is Sasha Jovanovic, Cfa based?

Sasha Jovanovic, Cfa is based in Sydney, New South Wales, Australia while working with Simply Wall St.

What companies has Sasha Jovanovic, Cfa worked for?

Sasha Jovanovic, Cfa has worked for Simply Wall St, Sequoia Financial Group, Commsec Adviser Services, and Commsec.

Who are Sasha Jovanovic, Cfa's colleagues at Simply Wall St?

Sasha Jovanovic, Cfa's colleagues at Simply Wall St include Quan Do, Bailey Pemberton, Andy Villegas, Jason Hughes, and Jamielle Urcia.

How can I contact Sasha Jovanovic, Cfa?

You can use AeroLeads to view verified contact signals for Sasha Jovanovic, Cfa at Simply Wall St, including work email, phone, and LinkedIn data when available.

What schools did Sasha Jovanovic, Cfa attend?

Sasha Jovanovic, Cfa holds Bachelor Of Science (B.Sc.), Mathematics/Finance from University Of Technology, Sydney.

What skills is Sasha Jovanovic, Cfa known for?

Sasha Jovanovic, Cfa is listed with skills including Equities, Financial Services, Trading, Derivatives, Investments, Securities, Finance, and Relationship Management.

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